BPSCX Mutual Fund

BPSCX Mutual Fund

NAV$28.52
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Returns Overview

1 Month
-0.14%
3 Months
+7.29%
6 Months
+12.46%
YTD
+16.97%
1 Year
+24.18%
3 Years (annualized)
+14.39%
5 Years (annualized)
+8.58%
10 Years (annualized)
+9.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPSCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Total Return Index(^RUATR)
This Mutual Fund (YTD)
+16.97%
Peer Avg (YTD)
+15.31%
vs Peers
+1.66%

BPSCX Mutual Fund Performance

BPSCX performance across multiple time periods: 1-month -0.14%, YTD 16.97%, 1-year 24.18%, 3-year 14.39%, 5-year 8.58%, 10-year 9.53%.

BPSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

BPSCX vs another fund shows side-by-side returns. BPSCX alternatives are available in the Mutual Fund Screener.